Project Time & Cost, LLC

• Lead and manage client engagements across tax and assurance services, serving as the primary relationship owner and advisor.
• Oversee preparation and review of individual, corporate, partnership, fiduciary, and exempt organization tax returns, as well as audit, review, and compilation engagements.
• Analyze financial statements and business operations to identify improvements in tax efficiency, internal controls, and accounting processes.
• Coach, mentor, and train staff, providing technical guidance, feedback, and professional development opportunities.
• Manage engagement budgets, workflow, and timelines to ensure accuracy, efficiency, and client satisfaction.
• Collaborate with firm leadership to drive client growth, retention, and operational excellence through business development and strategic planning.

Tax & Assurance Manager

Manager

• Assist with the development and execution of an annual risk-based internal audit plan that aligns with the organization’s objectives and addresses key risks across operations, finance, compliance, IT, and other areas.
• Plan and lead complex attest engagements including audits, reviews, and compilations from planning through reporting, ensuring engagements are conducted objectively and in adherence to standards.
• Evaluate the design and operating effectiveness of internal control systems and risk management practices for clients and internally across the organization.
• Identify control gaps, ineffective processes, and areas of risk exposure through audit testing and analyses.
• Develop practical recommendations to strengthen governance, enhance risk management capabilities, and improve efficiency and effectiveness of operations.
• Prepare comprehensive audit reports that document audit scope, findings, risks, conclusions, and recommendations.
• Conduct quality assurance reviews to ensure engagements are carried out according to standards and organizational policies.
• Consult with internal department leaders and process owners to advise on risks, controls, and opportunities for operational improvement.
• Monitor implementation of internal recommendations and management action plans to remediate deficiencies.
• Report on internal monitoring activities and key issues to executive leadership.
• Establish and maintain collaborative relationships with external auditors and regulators as required.

Senior Assurance Manager

• Prepare personal and business tax returns (Forms: 1040, 1041, 1065, 1120, 1120S) across the United States
• Offer tax advisory and planning services to small business customers
• Understand tax obligations, help with tax planning, and help businesses track and maximize deductions
• Provide high-quality customer service while utilizing company practices and procedures to answer routine tax questions and documenting interactions with clients

Seasonal Tax Preparer

• Review individual and entity tax returns
• Frequently interface with client personnel to review and apply accounting and tax principles
• Contact clients by phone or email to gather necessary information
• Review files to ensure that they possess the necessary signatures, contain the necessary supporting documentation, and comply with filing due dates
• Obtain proper filing extensions when necessary
• Perform detailed review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience
• Other duties may be assigned

Seasonal Tax Reviewer

• Prepare personal and business tax returns (Forms: 1040, 1041, 1065, 1120, 1120S) across the United States
• Offer tax advisory and planning services to small business customers
• Understand tax obligations, help with tax planning, and help businesses track and maximize deductions, etc.
• Provide high-quality customer service while utilizing company practices and procedures to answer routine tax questions and documenting interactions with clients

Tax Preparer

• Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns
• Build, maintain and enhance client relationships
• Advise clients on issues related to tax, finance & business practices
• Identify, research, and resolve complex tax issues
• Support manager with various ad-hoc projects

Tax & Assurance Manager

Senior Assurance Manager

Seasonal Tax Preparer

Seasonal Tax Reviewer

Tax Preparer

Senior Tax Advisor